Hard truths,
made useful.
No thought-leadership theater. Field notes from the trenches of building, buying, and breaking security companies. We stay quiet and let the work be loud, except here.
H1 2026 Private Cybersecurity Market
Brightmind's private-market briefing on cybersecurity in the first half of 2026: where capital concentrated, which categories stayed durable, and what we are watching as founders raise the next round.
Why We Invested in Empirical: Building Global and Local AI Models for Cybersecurity
Empirical combines global threat intelligence with customer-specific context, taking vulnerability prioritization beyond traditional CVE scoring.
Aryon: Building the Proactive Cloud Security Policy Enforcement Platform
Preventative policy enforcement embedded in the cloud control plane, stopping misconfigurations before they ever reach production.
Pi: Building Zero Recurrence Code Security for the AI CodeGen Era
Pi Security attacks vulnerability recurrence by learning how your org builds software and enforcing preventative guardrails across the lifecycle.
Artemis: Reimagining Security Operations for the AI-Era
Adaptive protection for the SOC: automating detection and response with enterprise context while staying architecturally flexible.
What everyone seems to be overlooking with Mythos and Project Glasswing
AI vulnerability discovery advantages evaporate the moment they go public. The durable edge is restructuring teams around remediation.
Onit Security: Decision-based Exposure Management at Enterprise Scale
An AI-native approach that combines business context with risk signals to autonomously eliminate vulnerability backlogs.
Why We Invested in Vijil: Building the Trust Infrastructure for Enterprise AI Agents
A unified trust layer for enterprise AI agents, combining continuous testing, runtime guardrails, and self-improving resilience.
CrowdStrike to Acquire SGNL: Redefining Zero Trust for the Agentic Era
CrowdStrike acquires SGNL, merging identity threat detection with access management into threat-driven continuous identity.
Why We Fell in Love with SGNL: Investing in the Future of Identity Security
Real-time, context-aware access that eliminates standing privileges and turns identity into a force multiplier.